+10.7%
SNDU vs VSH
+52.1%
-41.4%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -5.1% | -10.7% | -7.1% |
| 7D | -48.0% | -13.6% | -34.4% | -30.0% |
| 30D | -66.4% | -30.4% | -36.1% | -34.6% |
| 3M | -58.7% | -33.3% | -25.5% | -20.3% |
| 6M | -68.6% | -15.1% | -53.5% | -32.9% |
| All | +10.7% | +52.1% | -41.4% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling